Cardlis Applications Inc.

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Merchant APP Settings

Modified on: Sun, 4 Mar, 2018 at 12:51 PM

The Cardlis Merchant APP allows you to control how you process your Points and Gift Cards. This is important for 2 main Reasons:

1) Cardlis Program Only - You may already have a register or existing method of recording the cash settlement of your transactions, SO WHY RECORD IT TWICE!? Just select Cardlis Program Only and the Cardlis Merchant APP will stop transaction entry after the value for points or Card use have been entered.

COMPLETE TRANSACTION FOR POINT REDEMPTION - This Allows Employees to add points using the Merchant APP but in the event of a Point Redemption; Employees will be forced to enter a $ value accepted as tender. Ensuring that the proper time is taken to complete a payment if Points do not cover the complete payment and Cash must be accepted.

ONLY SHOW REDEMPTION SUMMARY - With this selection chosen, Employees will add and redeem points with no additional screens or entries. The Summary Popup will still be shown at transaction completion and reveal points and discounts but there will be not additional steps to processing.

TO USE THE POINTS/VISIT OPTION FOR A LOYALTY PROGRAM, THE "CARDLIS PROGRAM ONLY" OPTION MUST BE USED AS IT DOES NOT MAINTAIN THE FUNDS ACCEPTED DURING PURCHASE.

2) Complete Payment - There are many retailers that do not have a method of securely recording cash or debit/credit transactions. Cardlis allows these retailers to enter in the full amount of the transaction, and cash or change rendered as well as credit processing Using Moneris. For these Purchases a retailer will select Complete Payment and a full transaction will be rendered using the Cardlis Merchant APP.